ABOUT AVALON
Personal guidance.
Long-term perspective.
Avalon Financial was established to provide individuals and families with thoughtful investment management and practical financial planning.
THE FIRM
Built around the client.
Avalon Financial LLC is a privately held Registered Investment Adviser headquartered in Slayton, Minnesota. Avalon Financial has been registered in South Dakota since January 2020 and in Minnesota since July 2023.
Avalon Financial is owned and operated by Chad Conway. The firm's advisory process begins with an introductory interview to understand a client's financial situation, risk tolerance, investment objectives, and goals. Portfolios are then managed within the client's agreed investment parameters.
Avalon provides advice concerning investments, retirement accounts, educational savings, custodial accounts, and practical financial planning matters such as budgeting and cash-flow organization.
CHAD CONWAY
CCO & Investment Adviser Representative
Chad Conway is the owner and principal executive officer of Avalon Financial and serves as its Chief Compliance Officer and Investment Adviser Representative. He has helped people meet their financial needs since 2015 and established Avalon Financial as a legal entity in 2019.
Chad holds a B.S. in Marketing and a B.A. in Philosophy from Southwest State Minnesota University, as well as an A.A. in Computer Animation from the Academy of Arts in Bloomington, Minnesota.
Before founding Avalon Financial, Chad served four years in the United States Marine Corps as a Sergeant in 2/7 Fox Company, including two combat tours in Iraq. He subsequently founded and managed businesses in telecommunications sales, photography, and web broadcasting before focusing his professional efforts on financial advisory work.
As CCO, Chad is responsible for supervising Avalon Financial's advisory activities and maintaining the firm's compliance program and written supervisory procedures.
OUR RESPONSIBILITY
A fiduciary relationship.
Avalon Financial's advisory relationship is built around a fiduciary responsibility to clients. We seek to understand each client's circumstances, present appropriate options, and manage investments within the client's objectives and agreed restrictions.
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